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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 05-Apr-24 1:41 PM View:  | Healthequity, Inc. (HQY) | 03-Apr-24 | Payment of Exercise | 1,984 | $80.60 | $159,902.00 | (< 1%) 854.73K to 852.75K | |
| 03-Apr-24 4:15 PM View: | Healthequity, Inc. (HQY) | 02-Apr-24 | Payment of Exercise | 1,751 | $81.86 | $143,342.00 | (< 1%) 856.49K to 854.73K | |
| 03-Apr-24 4:15 PM View: | Healthequity, Inc. (HQY) | 01-Apr-24 | Payment of Exercise | 5,348 | $80.62 | $431,130.00 | (< 1%) 861.83K to 856.49K | |
| 29-Mar-24 4:03 PM View: | Healthequity, Inc. (HQY) | 27-Mar-24 | Grant | 26,946 | -- | -- | 3% 834.89K to 861.83K | |
| 09-Jan-24 7:04 PM View: | Healthequity, Inc. (HQY) | 05-Jan-24 | Payment of Exercise | 235 | $67.64 | $15,894.90 | (< 1%) 835.12K to 834.89K | |
| 02-Jan-24 3:55 PM View: | Healthequity, Inc. (HQY) | 28-Dec-23 | Gift | 5,000 | -- | -- | (< 1%) 840.12K to 835.12K | |
| 12-Dec-23 3:56 PM View: | Healthequity, Inc. (HQY) | 08-Dec-23 | Option Exercise | 70,000 | $14.00 | $980,000.00 | 8% 840.12K to 910.12K | |
| 12-Dec-23 3:56 PM View: | Healthequity, Inc. (HQY) | 08-Dec-23 | Option Sale | 70,000 | $68.57 | $4,800,050.00 | (8%) 910.12K to 840.12K | |
| 06-Oct-23 5:54 PM View: | Healthequity, Inc. (HQY) | 04-Oct-23 | Payment of Exercise | 312 | $72.06 | $22,483.60 | (< 1%) 840.43K to 840.12K | |
| 06-Oct-23 5:54 PM View: | Healthequity, Inc. (HQY) | 02-Oct-23 | Gift | 4,500 | -- | -- | (< 1%) 844.93K to 840.43K | |
| 07-Jul-23 5:45 PM View: | Healthequity, Inc. (HQY) | 05-Jul-23 | Payment of Exercise | 317 | $62.18 | $19,710.50 | (< 1%) 845.25K to 844.93K | |
| 05-Apr-23 4:39 PM View: | Healthequity, Inc. (HQY) | 04-Apr-23 | Payment of Exercise | 1,886 | $55.99 | $105,588.00 | (< 1%) 847.14K to 845.25K | |
| 05-Apr-23 4:39 PM View: | Healthequity, Inc. (HQY) | 03-Apr-23 | Payment of Exercise | 4,429 | $57.70 | $255,549.00 | (< 1%) 851.57K to 847.14K | |
| 31-Mar-23 4:17 PM View: | Healthequity, Inc. (HQY) | 29-Mar-23 | Grant | 28,063 | -- | -- | 3% 823.5K to 851.57K | |
| 29-Dec-22 11:02 AM View: | Healthequity, Inc. (HQY) | 27-Dec-22 | Gift | 2,000 | -- | -- | (< 1%) 825.5K to 823.5K | |
| 29-Dec-22 11:02 AM View: | Healthequity, Inc. (HQY) | 30-Jun-22 | Gift | 3,000 | -- | -- | (< 1%) 828.5K to 825.5K | |
| 09-May-22 5:26 PM View: | Healthequity, Inc. (HQY) | 19-Apr-22 | Gift | 2,000 | -- | -- | (< 1%) 830.5K to 828.5K | |
| 05-Apr-22 5:28 PM View: | Healthequity, Inc. (HQY) | 01-Apr-22 | Payment of Exercise | 3,434 | $67.63 | $232,243.00 | (< 1%) 833.94K to 830.5K | |
| 01-Apr-22 2:42 PM View: | Healthequity, Inc. (HQY) | 31-Mar-22 | Payment of Exercise | 584 | $67.48 | $39,409.60 | (< 1%) 838.14K to 837.56K | |
| 01-Apr-22 2:42 PM View: | Healthequity, Inc. (HQY) | 30-Mar-22 | Grant | 20,687 | -- | -- | 3% 817.46K to 838.14K | |
| 07-Apr-21 11:10 AM View: | Healthequity, Inc. (HQY) | 05-Apr-21 | Payment of Exercise | 4,449 | $67.29 | $299,384.00 | (< 1%) 821.91K to 817.46K | < 1% |
| 01-Apr-21 4:36 PM View: | Healthequity, Inc. (HQY) | 31-Mar-21 | Payment of Exercise | 641 | $67.50 | $43,268.90 | (< 1%) 822.55K to 821.91K | |
| 01-Apr-21 4:36 PM View: | Healthequity, Inc. (HQY) | 30-Mar-21 | Grant | 13,928 | -- | -- | 2% 808.62K to 822.55K | |
| 25-Jan-21 12:23 PM View: | Healthequity, Inc. (HQY) | 01-Oct-20 | Gift | 550 | -- | -- | (< 1%) 809.17K to 808.62K | |
| 07-Apr-20 4:22 PM View: | Healthequity, Inc. (HQY) | 06-Apr-20 | Payment of Exercise | 8,969 | $43.97 | $394,324.00 | (1%) 818.14K to 809.17K | (55%) |
| 02-Apr-20 2:41 PM View: | Healthequity, Inc. (HQY) | 31-Mar-20 | Grant | 38,853 | -- | -- | 5% 779.28K to 818.14K | |
| 15-Jul-19 4:43 PM View: | Healthequity, Inc. (HQY) | 12-Jul-19 | Private Purchase Duplicate | 10,000 | $61.00 | $610,000.00 | 1% 769.28K to 779.28K | |
| 18-Jun-18 6:35 PM View: | Healthequity, Inc. (HQY) | 12-Jun-18 | Gift | 17,000 | -- | -- | (2%) 786.28K to 769.28K | |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 10-May-18 | Option Exercise | 8,889 | $14.00 | $124,446.00 | 1% 830.02K to 838.91K | |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 10-May-18 | Market Sale (Planned) | 8,889 | $70.21 | $624,063.00 | (1%) 838.91K to 830.02K | 3% |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 10-May-18 | Market Sale (Planned) | 43,736 | $70.21 | $3,070,540.00 | (5%) 830.02K to 786.28K | 3% |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 09-May-18 | Option Exercise | 13,926 | $14.00 | $194,964.00 | 2% 898.53K to 912.45K | |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 09-May-18 | Market Sale (Planned) | 13,926 | $70.26 | $978,492.00 | (2%) 912.45K to 898.53K | 3% |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 09-May-18 | Market Option Sale (Planned) | 8,889 | $70.26 | $624,574.00 | (< 1%) 898.53K to 889.64K | 3% |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 09-May-18 | Market Sale (Planned) | 59,618 | $70.26 | $4,188,980.00 | (7%) 889.64K to 830.02K | 3% |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 08-May-18 | Option Exercise | 17,839 | $13.53 | $241,408.00 | 2% 986.28K to 1.0M | |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 08-May-18 | Market Option Sale (Planned) | 17,839 | $69.59 | $1,241,380.00 | (2%) 1.0M to 986.28K | 2% |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 08-May-18 | Market Option Sale (Planned) | 13,926 | $69.59 | $969,083.00 | (1%) 986.28K to 972.36K | 2% |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 08-May-18 | Market Sale (Planned) | 73,831 | $69.59 | $5,137,760.00 | (8%) 972.36K to 898.53K | 2% |
| 18-Dec-17 7:05 PM View: | Healthequity, Inc. (HQY) | 15-Dec-17 | Gift | 7,000 | -- | -- | (< 1%) 993.28K to 986.28K | |
| 19-Sep-17 7:13 PM View: | Healthequity, Inc. (HQY) | 15-Sep-17 | Option Exercise | 1,000 | $14.00 | $14,000.00 | < 1% 1.0M to 1.0M | |
| 19-Sep-17 7:13 PM View: | Healthequity, Inc. (HQY) | 15-Sep-17 | Market Option Sale (Planned) | 1,000 | $45.15 | $45,145.90 | (< 1%) 1.0M to 1.0M | (51%) |
| 19-Sep-17 7:13 PM View: | Healthequity, Inc. (HQY) | 15-Sep-17 | Market Sale (Planned) | 7,500 | $45.25 | $339,374.00 | (< 1%) 1.0M to 993.28K | (51%) |
| 17-Aug-17 3:17 PM View: | Healthequity, Inc. (HQY) | 15-Aug-17 | Option Exercise | 1,000 | $14.00 | $14,000.00 | < 1% 1.01M to 1.01M | |
| 17-Aug-17 3:17 PM View: | Healthequity, Inc. (HQY) | 15-Aug-17 | Market Option Sale (Planned) | 1,000 | $46.69 | $46,689.00 | (< 1%) 1.01M to 1.01M | (46%) |
| 17-Aug-17 3:17 PM View: | Healthequity, Inc. (HQY) | 15-Aug-17 | Market Sale (Planned) | 7,500 | $46.65 | $349,854.00 | (< 1%) 1.01M to 1.0M | (47%) |
| 19-Jul-17 9:21 PM View: | Healthequity, Inc. (HQY) | 17-Jul-17 | Option Exercise | 1,000 | $14.00 | $14,000.00 | < 1% 1.02M to 1.02M | |
| 19-Jul-17 9:21 PM View: | Healthequity, Inc. (HQY) | 17-Jul-17 | Market Option Sale (Planned) | 1,000 | $50.76 | $50,761.60 | (< 1%) 1.02M to 1.02M | (35%) |
| 19-Jul-17 9:21 PM View: | Healthequity, Inc. (HQY) | 17-Jul-17 | Market Sale (Planned) | 7,500 | $50.84 | $381,282.00 | (< 1%) 1.02M to 1.01M | (34%) |
| 19-Jun-17 6:40 PM View: | Healthequity, Inc. (HQY) | 15-Jun-17 | Option Exercise | 1,000 | $14.00 | $14,000.00 | < 1% 1.29M to 1.29M |